Latest Positions: AI, Cloud, Social, and Cybersecurity Revolutions
We're rounding out our Latest Positions write-ups with analysis of META, GOOG, AMZN, AAPL, TCEHY, and CRWD.
Read more
War, The Fed, Geopolitics Vs. Tech Revolutions
I also know from decades of experience that focusing on finding the biggest winners of Tech Revolutions that are measured in trillions of dollars and whose impact build over decades at a time, while staying disciplined about valuations, is the key to long-term outperformance.
The SpaceX Ecosystem And The SPCX Set Up
We’re in this to build wealth riding Revolutionary Technology Platforms for the long-term. Or as Spock would say: “Infinite potential in infinite combinations.” Yea, SpaceX is that.
SpaceX IPO, More Stuff About The SpaceX IPO, And Some Other Stuff
Shiny Objects, Displine, And Patience
Let's talk about how overextended and overbought this market is in the near-term and, more importantly, why we're not chasing some of the highest momentum and shiniest object in the stock market room.